Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.8B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,905
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$88.5M
3
+$61.8M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$61.8M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$59.5M

Top Sells

1
+$57.9M
2
+$49.1M
3
+$29.4M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$28.5M
5
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$24.2M

Sector Composition

1 Technology 10.91%
2 Financials 4.5%
3 Consumer Discretionary 3.96%
4 Healthcare 2.93%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3626
$53.9K ﹤0.01%
11,742
-850
3627
$52.2K ﹤0.01%
12,390
-900
3628
$51.8K ﹤0.01%
28,332
-91,167
3629
$48.9K ﹤0.01%
27,161
3630
$47.5K ﹤0.01%
+11,820
3631
$47.3K ﹤0.01%
23,392
-20,716
3632
$46.5K ﹤0.01%
33,910
3633
$46.4K ﹤0.01%
27,436
+13,317
3634
$46.1K ﹤0.01%
+11,415
3635
$45.9K ﹤0.01%
22,680
+3,691
3636
$45.7K ﹤0.01%
20,775
+5,150
3637
$44.2K ﹤0.01%
16,888
-1,369
3638
$43.2K ﹤0.01%
10,156
-2,385
3639
$41.9K ﹤0.01%
26,860
+1,000
3640
$41.7K ﹤0.01%
17,099
3641
$41.6K ﹤0.01%
19,928
-500
3642
$41.2K ﹤0.01%
20,310
+4,085
3643
$40.5K ﹤0.01%
13,806
-71
3644
$40.3K ﹤0.01%
+22,790
3645
$39.9K ﹤0.01%
11,472
-1,500
3646
$39.9K ﹤0.01%
14,670
-3,512
3647
$39.5K ﹤0.01%
22,200
3648
$39.1K ﹤0.01%
3,126
-68,447
3649
$37.8K ﹤0.01%
15,240
-3,509
3650
$37.2K ﹤0.01%
51,625
+20,000
144 145
146
147 148